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ANALYSIS: US Shell Egg and Breaker Markets Drift Into Rare Price Divergence
The relationship between Midwest large shell eggs and 48–50 lb. breaking stock has diverged sharply in recent weeks, producing one of the most unusual relative price relationships observed in the historical data set.
As of March 12, Midwest Large closed at $1.77/dozen while breaking stock remained pinned at $0.21/dozen. At that level, breakers are valued at just 11.3% of the shell egg market, meaning shell eggs are trading at nearly nine times the value of breakers. A review of historical...
ANALYSIS: Cage-Free Market Momentum Shifts; First Gains Since Late November
The cage-free market has begun to show upward momentum this week, marking its first upward adjustment in nearly two months. After a prolonged period defined by surplus production and muted demand nationwide, a shift in buying needs—driven largely by aggressive retail promotions—has injected a more bullish tone into the category.
Retail demand, particularly along the West Coast, has strengthened notably and is absorbing a large share of available cage-free supply. This improvement coincides with the rollout of new promotional features, some priced as low as $0.99/dozen. Other promotions, while less aggressive, are still frequently positioned below...
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